How to auto-fill reference field on Incident form?

[Will Davis]

Hi, I am sure this is fairly simple, but I am new to SNOW and have been looking all over the forum for answers and still do not understand what to do...

Here is my incident form which I create by right-clicking the menu-bar at the top of the "Case form", and selecting "create new incident." When the incident is created, I want the fields:

• Parent account
• Number
• Ownership Type
• Parent

To be pre-filled base on the Case which generated it.

I know this must be possible a few different ways, but so far I have been looking at a client script to achieve it. Here are screenshots of my current configuration. How do I Number to pre-fill with the value from Number on the Case form?

Thank you  in advance.

[SatheeshKumar]

Hi,,

Is this a custom ui action for creating incident?

if it is OOB feautre the below fields will be auto populated from Parent record by default.

Case fields	Incident fields
Short description	Short description
Default impact	Impact
Urgency	Urgency
Contact	Caller
Configuration item (if available)	Configuration item

For adding additional fields, create the logic for mapping the Incident field by using the sn_cs_sm.CaseIncidentIntegrations extension point.

Check the below link ofr more details.

https://docs.servicenow.com/bundle/newyork-customer-service-management/page/product/customer-service-management/reference/csm-integration-sm-incident.html

-Satheesh

[Ankur Bawiskar]

Hi Davis,

when you click the UI action of create new incident are you sending the current case field value?

Can you share the UI action script to help you further?

you can populate those details on incident form as below

1) the UI action to create new incident should send the current case field values in the url as parameter

2) then the UI action code will redirect to new record of incident

3) onload client script on incident will get the parameter values from that url and populate it using g_form.setValue()

Mark ✅ Correct if this solves your issue and also mark 👍 Helpful if you find my response worthy based on the impact.
Thanks
Ankur